Purchases and Sales Made in Q1 2023 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q1 2023. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
22.9KNew |
$2.86M - $3.3M
|
22.9K
$5.42M
|
|
|
May 10, 2023
Q1 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
22.6K+ 96.28% |
$2.82M - $3.25M
|
46K
$10.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
22.3K+ 15.61% |
$2.78M - $3.2M
|
165K
$39M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.2K+ 33.58% |
$2.77M - $3.19M
|
88.4K
$20.9M
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
21.4K+ 1.88% |
$2.67M - $3.08M
|
1.16M
$274M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
21.4K+ 1.65% |
$2.67M - $3.07M
|
1.31M
$311M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
21.4K+ 11.51% |
$2.67M - $3.07M
|
207K
$48.9M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
21.4K+ 0.38% |
$2.67M - $3.07M
|
5.61M
$1.33B
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
21.3K+ 50.9% |
$2.66M - $3.06M
|
63.1K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.3K+ 127.33% |
$2.66M - $3.06M
|
38K
$8.98M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.1K+ 7.0% |
$2.64M - $3.04M
|
323K
$76.3M
|
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
21K+ 8.25% |
$2.62M - $3.02M
|
275K
$65.1M
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
20.8KNew |
$2.6M - $2.99M
|
20.8K
$4.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
20.7K+ 20.16% |
$2.58M - $2.97M
|
123K
$29.1M
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
20.7K+ 142.41% |
$2.58M - $2.97M
|
35.2K
$8.31M
|
|
|
Jun 08, 2023
Q1 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
20.6KNew |
$2.58M - $2.97M
|
20.6K
$4.87M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20.6K+ 11.98% |
$2.57M - $2.96M
|
193K
$45.5M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
20.2KNew |
$2.53M - $2.91M
|
20.2K
$4.79M
|
|
|
May 15, 2023
Q1 2023
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
20KNew |
$2.5M - $2.88M
|
20K
$4.73M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
19.8K+ 49.93% |
$2.47M - $2.84M
|
59.4K
$14M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
19.7K+ 22.83% |
$2.46M - $2.83M
|
106K
$25M
|
|
|
May 12, 2023
Q1 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
19.6KNew |
$2.45M - $2.82M
|
19.6K
$4.64M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
19.4K+ 1.73% |
$2.42M - $2.79M
|
1.14M
$269M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
19.4K+ 11.13% |
$2.42M - $2.78M
|
193K
$45.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
19K+ 2.97% |
$2.37M - $2.73M
|
659K
$156M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
18.8KNew |
$2.35M - $2.7M
|
18.8K
$4.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
18.6K+ 37.97% |
$2.32M - $2.67M
|
67.4K
$15.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.4K+ 12.19% |
$2.3M - $2.65M
|
170K
$40.1M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18.3KNew |
$2.28M - $2.63M
|
18.3K
$4.32M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
17.9K+ 4.05% |
$2.23M - $2.57M
|
459K
$109M
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
17.7KNew |
$2.21M - $2.55M
|
17.7K
$4.18M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
17K+ 20.16% |
$2.12M - $2.44M
|
101K
$23.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16.8K+ 11.1% |
$2.09M - $2.41M
|
168K
$39.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16.6K+ 21.76% |
$2.08M - $2.39M
|
93.1K
$22M
|
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
16.6K+ 24.81% |
$2.08M - $2.39M
|
83.6K
$19.8M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
16.6K+ 8.51% |
$2.07M - $2.38M
|
211K
$49.9M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
16.6K+ 9.07% |
$2.07M - $2.38M
|
199K
$47M
|
|
|
May 10, 2023
Q1 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
16.5KNew |
$2.07M - $2.38M
|
16.5K
$3.91M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
16.5KNew |
$2.06M - $2.38M
|
16.5K
$3.91M
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
16.5K+ 443.06% |
$2.06M - $2.37M
|
20.2K
$4.78M
|
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
16.3K+ 1.95% |
$2.04M - $2.35M
|
852K
$201M
|
|
|
May 15, 2023
Q1 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
16.1KNew |
$2.01M - $2.32M
|
16.1K
$3.81M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
16K+ 2.34% |
$2M - $2.3M
|
700K
$165M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16K+ 12.86% |
$1.99M - $2.29M
|
140K
$33.1M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
15.9KNew |
$1.99M - $2.29M
|
15.9K
$3.77M
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
15.9K+ 863.76% |
$1.98M - $2.28M
|
17.7K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
BUY
|
- |
15.9K+ 3.23% |
$1.98M - $2.28M
|
507K
$120M
|
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
15.6K+ 11.79% |
$1.95M - $2.24M
|
148K
$34.9M
|
|
|
May 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
15.5KNew |
$1.94M - $2.23M
|
15.5K
$3.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
15.4K+ 4.67% |
$1.93M - $2.22M
|
346K
$81.8M
|